Import and record connections in HoneyBook using the Contacts tab. After adding your contacts, you can easily access your complete list under the Contacts tab.
đŁ Note
In accounts with multiple team members, moderators, admins, super admins, and account owners can access all contacts in their contact list for the entire team. Basic team members can only see contacts they added or are in a project with.
Add clients individually
Add an individual client and create a project
You can add a client and create a project at the same time using the + New button. From here, you'll get taken to the new contact's info page, and a new project will be created using the client's name.
You can add more contact info or click into the new project from the contact's info page. If you decide to click into the project, you can start filling in project details.
From the top navigation menu, select + New > select New Client
Enter the requested info > select Add
Add an individual client without creating a project
From the top navigation menu, select Clients > select Contacts
Select Add Contact > select Add Client/Lead
Enter the requested info > select Add
From here, you'll get taken to the new contact's info page. You can add more contact info or create a new project by selecting + Add to project.
Add a list of clients
Import a client list using a CSV file
You can also move your contact list from other apps into HoneyBook all at once using a CSV file.
File requirements
File requirements
Your file must meet these requirements to be accepted:
The file must be in .CSV format
You can save any Google Sheet or Excel file as a .CSV file by selecting File > Download/Save As > Comma Separated Values (.csv)
Up to 500 contacts can be added at a time
Maximum file size of 2MB
At minimum, the contactâs email must be included
File column headers
File column headers
You can make uploading easier for yourself by including column headers in the file. Here are the HoneyBook fields youâll match your columns to when uploading your file:
Email (required)
Name
If this isnât in the file, HoneyBook will use whateverâs in front of the contactâs emailâs at sign (â@â) to fill in their name
Phone
Organization (aka Company)
Comments
From the top navigation menu, select Clients > select Contacts
Select Add Contact > select Import from file
Upload your file
After your file finishes uploading, match the file column headers to their related HoneyBook fields
Unmatched fields won't be uploaded
If there are no column headers in your file, uncheck the box next to My file has headers > label the content of each column using the drop-down menus
Review the list of contacts you'll import
Updated contacts will have an icon next to their name (if the contact's email address is already present in your contacts list, you'll see this icon)
Sometimes, contacts included in your file can fail to upload
If this happens, download the report to see what contacts failed, and the can be uploaded separately (you'll also receive an email with this report)
When you finish reviewing, select Import
Potential file upload errors
Potential file upload errors
Thereâs two different times you could run into an error:
When youâre uploading the actual file
After youâve matched your fields and selected Import
When youâre uploading your file, you can get an error message letting you know what went wrong (for example, âWrong file formatâ means you didnât use a .CSV or file). These error messages will include the fix.
If you receive an error message after selecting Import, then either some contacts werenât imported, or the entire import failed.
If some of the contacts werenât imported, download the file that includes the contacts that werenât imported, fix the issues, and upload file with the fixed contacts
If the entire import failed, the error message youâll see will let you know of the issue. The table below addresses each error message you might see.
Import a client list using your Google contacts
You can import Google contacts from your Contacts page or from the Integrations screen.
From the top nav menu, select Clients > select Contacts
Select the triple-dot icon > select Import Google contacts
If you haven't yet connected your Google account to HoneyBook, complete that connection
Select which contacts you want to import
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!